Overview
The Investigations program provides a flexible framework for documenting and tracking any type of investigation. Unlike the IDDE program (which has fixed fields for illicit discharge investigations), the Investigations program is fully configurable, investigation types, event types, and outcome types are all defined by your administrator.
Before you begin
Investigation types must be configured in Settings > App Settings > Investigations.
Event types and outcome types must be set up for each investigation type.
Creating an investigation
Navigate to the Investigations program from the left sidebar.
Click to create a new investigation.
Select the Investigation Type, this determines which custom fields and event/outcome types are available.
Fill in the investigation details using the type's configured form fields.
Upload images and files as supporting documentation.
Optionally link the investigation to a site and assign tags.
Click Save.
Documenting findings with events
Open the investigation.
Add Events to document what occurred during the investigation.
Each event uses a configured Event Type with its own custom form fields.
Add images and files to events as supporting evidence.
Click Save.
Recording outcomes
When the investigation concludes, add an Outcome.
Select the Outcome Type, each type has its own custom fields.
Outcome types can trigger automated actions:
Enforcement Actions: Automatically creates an enforcement case file with linked BMPs, enforcement levels, and custom tags. The case entry links back to this investigation.
Follow-Up Tasks: Creates task records with due dates and completion tracking.
Click Save.
Closing an investigation
Open the investigation.
Click Close.
The close date and the user who closed it are recorded.
Closed investigations remain accessible for reference and reporting.
Closing an investigation is different from resolving an IDDE investigation. The Investigations program uses open/closed status, while IDDE uses open/resolved.
Generating a report
Investigation types can have a configured report output. When available:
Open the completed investigation.
Click to generate a report.
The report compiles all events, findings, images, and outcomes into a single document.
FAQ
Q: Can I customize investigation types?
A: Yes. Go to Settings > Investigations to configure investigation types, event types, and outcome types. Each type supports custom form fields. Form definitions are managed by the SwiftComply team.
Q: How do outcomes create enforcement cases?
A: When an outcome type is configured to create enforcement actions, saving the outcome automatically creates a new enforcement case in the Enforcement program, links any related BMPs, and ties the investigation to the case.
Q: What happens to tasks when an investigation is deleted?
A: All linked tasks (including assignees and any objects linked to those tasks) are automatically deleted when an investigation is deleted.
Q: Can investigation types have different form fields?
A: Yes. Each investigation type has its own form definition, so different types can have completely different data entry forms. Form definitions are managed by the SwiftComply team.